Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.11K- 7.15% |
$399K - $461K
|
14.4K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156- 3.86% |
$56.2K - $65K
|
3.88K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
254+ 3.64% |
$91.5K - $106K
|
7.24K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.82K+ 46.89% |
$1.02M - $1.18M
|
8.83K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10- 0.59% |
$3.6K - $4.17K
|
1.67K
$562K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.66KNew |
$1.68M - $1.94M
|
4.66K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
12.4KNew |
$4.47M - $5.17M
|
12.4K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25+ 0.23% |
$9.01K - $10.4K
|
11.1K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
682+ 24.83% |
$246K - $284K
|
3.43K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-252- 0.92% |
$90.8K - $105K
|
27.2K
$9.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 1.49% |
$8.29K - $9.59K
|
1.52K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-24- 3.88% |
$8.65K - $10K
|
595
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18+ 1.84% |
$6.49K - $7.5K
|
996
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
932New |
$336K - $389K
|
932
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.31% |
$1.8K - $2.08K
|
1.6K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 25.04% |
$1.27M - $1.46M
|
17.5K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 2.46% |
$6.49K - $7.5K
|
714
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 5.15% |
$18K - $20.8K
|
1.02K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.46K- 7.5% |
$1.61M - $1.86M
|
55K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
106+ 13.49% |
$38.2K - $44.2K
|
892
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-890- 5.45% |
$321K - $371K
|
15.5K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 5.63% |
$3.24K - $3.75K
|
151
$50.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.13% |
$360 - $417
|
761
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.36% |
$1.8K - $2.08K
|
1.41K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
136+ 0.71% |
$49K - $56.7K
|
19.4K
$6.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.11KNew |
$761K - $881K
|
2.11K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
BUY
|
- |
800+ 114.29% |
$288K - $334K
|
1.5K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 19.08% |
$216K - $250K
|
2.55K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 1.03% |
$7.21K - $8.34K
|
1.96K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.0% |
$16.2K - $18.8K
|
2.2K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.35% |
$18K - $20.8K
|
14.2K
$4.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 8.35% |
$677K - $784K
|
24.4K
$8.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
852+ 66.98% |
$307K - $355K
|
2.12K
$713K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 0.8% |
$7.21K - $8.34K
|
2.49K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.6KNew |
$8.52M - $9.86M
|
23.6K
$7.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-200- 5.93% |
$72.1K - $83.4K
|
3.17K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-609- 4.58% |
$219K - $254K
|
12.7K
$4.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$721 - $834
|
3.51K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$1.08K - $1.25K
|
826
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 7.35% |
$3.6K - $4.17K
|
146
$49K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
512+ 31.64% |
$185K - $213K
|
2.13K
$715K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.9K- 8.88% |
$685K - $792K
|
19.5K
$6.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
92+ 9.55% |
$33.2K - $38.4K
|
1.06K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
434+ 3.22% |
$156K - $181K
|
13.9K
$4.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-142- 1.33% |
$51.2K - $59.2K
|
10.6K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
79+ 1.16% |
$28.5K - $32.9K
|
6.87K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.86KNew |
$668K - $773K
|
1.86K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.56K- 51.3% |
$562K - $650K
|
1.48K
$497K
|